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Find FCA registered Financial Advisers Near Me in IM9 1

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We have found 1344 relevant financial adviser firms within 120 miles of IM9 1. Showing page 1 of 90.

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  2. 👤

    Tom Buck

    Calder Financial Ltd
    FCA reg no.
    TEB00011
    FCA authorised date:
    17/01/22
    SOLLA (Society of Later Life Advisors Accredited) Level 4 Financial Planning Certification
    1. ✔Min Pension Savings: £50,000
    2. ✔Min Assets: £50,000
    3. 🪧153.8 Miles
    4. 📍Hilton
  3. 🏢

    Calder Financial LTD

    FCA reg no.
    586897
    FCA authorised date:
    17/01/22
    We work closely with clients from family owned businesses, entreprenuers and new business starts ups, and families who want to grow their wealth, manage it and then protect it as a lasting legacy for generations to come. As independent advisors we work closely to create plans that allow our clients... read full company profile
    1. ✔1 Financial Adviser
    2. ✔Min Pension Savings: £50,000
    3. ✔Min Assets: £50,000
    4. 🪧153.8 Miles
    5. 📍Hilton
  4. 🏢

    Liam Keenan Mortgages

    FCA reg no.
    459174
    FCA authorised date:
    30/07/08
    Downpatrick-based Liam Keenan Mortgages provides tailored financial solutions, including life and investment services, pension transfers, financial planning, and retirement advice. Known for approachable, client-focused advice and regulated by the FCA.
    1. ✔1 Financial Adviser
    2. 🪧43.5 Miles
    3. 📍Downpatrick
  5. 🏢

    McGrady Financial Services LTD

    FCA reg no.
    823314
    FCA authorised date:
    16/10/18
    Regulated by the FCA, McGrady Financial Services Ltd is a robust financial firm in Downpatrick, specialising in life investments, pensions, retirement advice and holistic financial planning.
    1. ✔4 Financial Advisers
    2. 🪧43.6 Miles
    3. 📍Downpatrick
  6. 🏢

    Bluewater Financial Planning Limited

    FCA reg no.
    542284
    FCA authorised date:
    28/02/11
    Bluewater Financial Planning Limited is a trusted FCA-regulated firm offering tailored financial services including life and investment planning, pensions retirement advice, final salary pension transfers, and comprehensive financial planning.
    1. ✔1 Financial Adviser
    2. 🪧44.8 Miles
    3. 📍Down Patrick
  7. 🏢

    Willow Wealth Management Limited

    FCA reg no.
    716200
    FCA authorised date:
    08/09/15
    Willow Wealth Management Ltd offers trusted, transparent financial planning across sectors, including insurance and retirement. Regulated under FCA registration number 716200, they extend their professional services regionally from Newtownards.
    1. ✔2 Financial Advisers
    2. 🪧47.9 Miles
    3. 📍Newtownards
  8. 🏢

    GLENWIN HARDY LTD

    FCA reg no.
    449614
    FCA authorised date:
    10/05/06
    GLENWIN HARDY LTD is a Newtownards-based financial firm offering regulated advice on life, investments and retirement planning with a client-focused approach and experienced professionals. Their main office is at 15 Ballybunden Road, BT23 6RD.
    1. ✔1 Financial Adviser
    2. 🪧48 Miles
    3. 📍Newtownards
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  10. 🏢

    Financial Foresight (NI) Limited

    FCA reg no.
    434724
    FCA authorised date:
    10/10/05
    Financial Foresight (NI) Limited is a top-tier, FCA-regulated firm renowned for its proficient financial planning, retirement advice, tailored life and investment guidance. Based in Downpatrick, the company ensures secure and professional handling of client investments.
    1. ✔2 Financial Advisers
    2. 🪧48.1 Miles
    3. 📍Downpatrick
  11. 🏢

    Paul Burns

    FCA reg no.
    511529
    FCA authorised date:
    04/12/23
    Ballynahinch-based and FCA-regulated, Paul Burns offers comprehensive financial services including tailored retirement advice and final salary pension transfers, known for their professionalism, credibility and client-focused approach.
    1. ✔1 Financial Adviser
    2. 🪧49.2 Miles
    3. 📍Ballynahinch
  12. 🏢

    RHA Financial Associates

    FCA reg no.
    793506
    FCA authorised date:
    21/02/18
    RHA Financial Associates, regulated under FCA number 793506, offers expert and tailored financial advice in areas such as investments, pensions, and retirement to individuals and businesses in and around Donaghadee.
    1. ✔1 Financial Adviser
    2. 🪧50 Miles
    3. 📍Donaghadee
  13. 🏢

    Simon Potter Investments Limited

    FCA reg no.
    912826
    FCA authorised date:
    01/04/20
    Simon Potter Investments Limited offers regulated financial planning, investment strategies, and retirement guidance services in Donaghadee and Greater Belfast, ensuring customised service with transparency and professionalism.
    1. ✔1 Financial Adviser
    2. 🪧50.8 Miles
    3. 📍Donaghadee
  14. 🏢

    Paul Weir

    FCA reg no.
    216008
    FCA authorised date:
    26/09/24
    Paul Weir is a reputable Belfast-based financial firm, offering comprehensive planning and regulated advice on life and investment solutions, pension retirement, and salary pension transfers with a client-centered approach.
    1. ✔1 Financial Adviser
    2. 🪧50.9 Miles
    3. 📍Donaghadee
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  16. 🏢

    NI Financial Directions LTD

    FCA reg no.
    224312
    FCA authorised date:
    02/08/07
    NI Financial Directions Ltd is a trusted, FCA-regulated financial planning firm in Castlewellan, offering retirement advice, life and investments planning, and personalized financial management services.
    1. ✔3 Financial Advisers
    2. 🪧51 Miles
    3. 📍Castlewellan
  17. 🏢

    Simon Martin Wealth Management

    FCA reg no.
    497777
    FCA authorised date:
    16/03/09
    Simon Martin Wealth Management, a FCA-regulated UK financial firm, excels in comprehensive financial planning. They provide tailored strategy services such as life, investments, pensions advice, ensuring secure financial futures.
    1. ✔1 Financial Adviser
    2. 🪧51.7 Miles
    3. 📍Newtownards
  18. 🏢

    Michael Tweedie

    FCA reg no.
    822570
    FCA authorised date:
    08/10/18
    Michael Tweedie is a respected FCA-regulated firm in Newtownards, GB, specialising in financial planning and regulated advice, including life investments and pensions retirement advice. They offer tailored solutions to meet individual needs.
    1. ✔1 Financial Adviser
    2. 🪧53.2 Miles
    3. 📍Newtownards
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